Getting the balance right with your retirement planning

The two extremes with retirement planning are: to go into retirement with no plan; or to over-plan. No plan means you’re beginning a substantial part of your life (perhaps 20 to 30 more years) with no direction. Over-planning leaves no space for spontaneity—which is one of the major delights of retirement. The key is to focus on what’s important with your planning.

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Have you discovered your life dream for retirement yet?

What are your dreams for retirement? A more important question is: What is your life dream? That’s about what you want to do but linked to how you want to live. In other words, who do you want to be in retirement?

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Understanding your personality helps you plan your best retirement

Know yourself’ (‘know thyself’, if you prefer) is an ancient Greek saying that rings true for those approaching retirement. Knowing yourself is important as you plan your retirement because it’s your retirement.

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5 ways of handling retirement fear

Afraid of retirement? Really? What’s there to be afraid of? The answer to that depends mostly on how you tackle life. But, however you tackle life, retirement is a dramatic change. Even with the best preparation, it’s a step into the unknown.

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7 top retirement regrets from retirees

We can learn a lot from other people’s mistakes. At the very least, it can make us wary about making the same mistakes. In no particular order, here’s a list of seven regrets current retirees have had.

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3 questions to help discover if you’re ready for retirement

Are You Ready for Retirement? That’s a question investor advisor Ken Heise asks. ‘Retirement is a huge transition,’ he says, ‘much like getting married or having kids. And just like those other life events, it takes preparation.’

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Personal reflections on retirement and lessons learned

I retired more than four years ago. I was well-prepared (having completed the first draft of my book, Retirement Ready? helped). But there were still surprises and issues to address.

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Retirement a ‘full-time job’? What’s that about?

I was browsing the book Retirement Maze when I came across this comment: ‘Retirement is a full-time job’. That made me pause. Don’t we retire to get away from work, the job? Is it to go to another?

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What will you actually do in retirement?

What will you do in retirement? For many, the lure of travel, spending time with family and friends, and exploring new activities and events are at the top of their ‘to do’ retirement list.

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You are who you are: plan your retirement your way

You are who you are, which means that when it comes to retirement you shouldn’t try to live someone else’s retirement. You need to remember who you are.

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Retire Notes